Client statements – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 22 Oct 2024 14:33:51 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client statements – Investment Executive https://www.investmentexecutive.com 32 32 Clients like CRM2 statements but fees still a little fuzzy: survey https://www.investmentexecutive.com/news/industry-news/clients-like-crm2-statements-but-fees-still-a-little-fuzzy-survey/ Tue, 22 Oct 2024 11:15:09 +0000 https://www.investmentexecutive.com/?p=495130 Investment Funds Institute of Canada report finds inflation and interest rates led Canadians to invest less last year

The post Clients like CRM2 statements but fees still a little fuzzy: survey appeared first on Investment Executive.

]]> Annual statements: An unparalleled client engagement opportunity https://www.investmentexecutive.com/inside-track_/susan-silma/annual-statements-an-unparalleled-client-engagement-opportunity/ Wed, 07 Feb 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=480037 It’s time to think differently about client communications and disclosure documents

The post Annual statements: An unparalleled client engagement opportunity appeared first on Investment Executive.

]]> Transforming the fee conversation with total cost reporting https://www.investmentexecutive.com/inside-track_/susan-silma/transforming-the-fee-conversation-with-total-cost-reporting/ Wed, 14 Sep 2022 19:57:53 +0000 https://www.investmentexecutive.com/?p=451480 TCR is coming for investment and seg funds

The post Transforming the fee conversation with total cost reporting appeared first on Investment Executive.

]]> Expanded cost reporting poses an important and challenging task https://www.investmentexecutive.com/inside-track_/ian-russell/expanded-cost-reporting-poses-an-important-and-challenging-task/ Wed, 21 Jul 2021 20:14:11 +0000 https://www.investmentexecutive.com/?p=425838 The CSA is expected to propose new cost reporting for investors

The post Expanded cost reporting poses an important and challenging task appeared first on Investment Executive.

]]> DALBAR announces 2014 investor statement champions https://www.investmentexecutive.com/news/industry-news/dalbar-announces-2014-investor-statement-champions/ Tue, 07 Oct 2014 16:40:00 +0000 https://www.investmentexecutive.com/uncategorized/dalbar-announces-2014-investor-statement-champions/ Dynamic Funds, Questrade take top spots

The post DALBAR announces 2014 investor statement champions appeared first on Investment Executive.

]]> Standard Life reaches out with YouTube https://www.investmentexecutive.com/building-your-business/financial-planning/standard-life-reaches-out-with-youtube/ Thu, 10 Feb 2011 17:03:00 +0000 https://www.investmentexecutive.com/uncategorized/standard-life-reaches-out-with-youtube/ Videos help people understand their group retirement statements

The post Standard Life reaches out with YouTube appeared first on Investment Executive.

]]> Group retirement plan statements lack clarity, survey finds https://www.investmentexecutive.com/news/industry-news/group-retirement-plan-statements-lack-clarity-survey-finds/ Wed, 05 Jan 2011 15:55:00 +0000 https://www.investmentexecutive.com/uncategorized/group-retirement-plan-statements-lack-clarity-survey-finds/ Nearly half of group plan members do not know what their future retirement income will be

The post Group retirement plan statements lack clarity, survey finds appeared first on Investment Executive.

]]> DC pension plan statements win praise https://www.investmentexecutive.com/news/industry-news/dc-pension-plan-statements-win-praise/ Wed, 15 Dec 2010 16:57:00 +0000 https://www.investmentexecutive.com/uncategorized/dc-pension-plan-statements-win-praise/ Statements feature dynamic personalized messaging and goal based reporting

The post DC pension plan statements win praise appeared first on Investment Executive.

]]> Brokerage statements failing to deliver value to clients: Dalbar https://www.investmentexecutive.com/news/industry-news/brokerage-statements-failing-to-deliver-value-to-clients-dalbar/ Wed, 14 Jul 2010 17:53:00 +0000 https://www.investmentexecutive.com/uncategorized/brokerage-statements-failing-to-deliver-value-to-clients-dalbar/ Firms need to keep up with the changing expectations of clients

The post Brokerage statements failing to deliver value to clients: Dalbar appeared first on Investment Executive.

]]> Client statements don’t have to be confusing https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-51269/ Tue, 03 Nov 2009 15:52:00 +0000 https://www.investmentexecutive.com/uncategorized/news-51269/ Customization options are available at both the dealer and the advisor levels

The post Client statements don’t have to be confusing appeared first on Investment Executive.

]]>